ConvoClerk pulls WhatsApp, Instagram, Telegram, web chat, e-mail and marketplace messages into one shared inbox — then gives every contact a pipeline stage, an owner and a next action, so nothing goes cold.
No credit card requiredOfficial Meta business channelsPortuguese and English
app.convoclerk.com
Workspace/Chats
Search or run a command⌘K
Active 14Archived 208
Search conversations…
Unread5ChannelLabelAssigned
CDCamila Duarte2mCan you deliver 40 units to Campinas?Hot lead3MC
RNRafael Nunes11mIs the blue one still available?Awaiting reply1
JAJuliana Alves38mSent the documents, thanks!NewTS
MPMarcos Pereira1hWhat time do you open on Saturday?Support2
PLPatrícia Lima3hApproved — please issue the invoice.WonMC
ECEduardo Costa5hDoes it come with a warranty?Marketplace
SRSofia Ramos1dStill interested, just checking the price.Follow upTS
CD
Camila Duarte
+55 11 98432-1190 · WhatsApp Business · online
Hot leadVIP
Thursday, 12 March
Hi! Can you deliver 40 units to Campinas by the end of the month?
09:12
Hi Camila! Yes — 40 units to Campinas takes 6 business days. Confirming the price now.
09:14
Perfect. Can you send it in writing so I can approve it internally?
09:16
Of course. Sending the quote with the delivery date today.
09:18
Internal note · not visible to the contact
Procurement decides on Fridays. A competitor quoted 8% lower but with a 15-day lead time — lead with the delivery date.
Draft with AITemplate0 / 4096
Type a message… Shift+Enter for a new line Send
One inbox for every place your customers already write to you
WhatsApp BusinessInstagram DirectTelegramWeb chatE-mailMercado LivreOLXPublic API
WhatsApp BusinessInstagram DirectTelegramWeb chatE-mailMercado LivreOLXPublic API
WhatsApp BusinessInstagram DirectTelegramWeb chatE-mailMercado LivreOLXPublic API
WhatsApp BusinessInstagram DirectTelegramWeb chatE-mailMercado LivreOLXPublic API
The platform
Everything that happens after a customer replies
A message arrives, gets answered, becomes a deal, becomes work, gets followed up at scale and finally gets measured. Same record, six screens.
Conversations
One queue, every channel, one owner per chat
Active and archived tabs, unread counts, full-text search, and filters by channel, label and assignee — updating live as messages land. Assign, tag, archive or schedule a follow-up without leaving the thread.
Real delivery statusInternal notesWhatsApp templates
Workspace/Chats
Search or run a command⌘K
Active 14Archived 208
Search conversations…
Unread5ChannelLabelAssigned
CDCamila Duarte2mCan you deliver 40 units to Campinas?Hot lead3MC
RNRafael Nunes11mIs the blue one still available?Awaiting reply1
JAJuliana Alves38mSent the documents, thanks!NewTS
MPMarcos Pereira1hWhat time do you open on Saturday?Support2
PLPatrícia Lima3hApproved — please issue the invoice.WonMC
ECEduardo Costa5hDoes it come with a warranty?Marketplace
SRSofia Ramos1dStill interested, just checking the price.Follow upTS
CD
Camila Duarte
+55 11 98432-1190 · WhatsApp Business · online
Hot leadVIP
Thursday, 12 March
Hi! Can you deliver 40 units to Campinas by the end of the month?
09:12
Hi Camila! Yes — 40 units to Campinas takes 6 business days. Confirming the price now.
09:14
Perfect. Can you send it in writing so I can approve it internally?
09:16
Of course. Sending the quote with the delivery date today.
09:18
Internal note · not visible to the contact
Procurement decides on Fridays. A competitor quoted 8% lower but with a 15-day lead time — lead with the delivery date.
Draft with AITemplate0 / 4096
Type a message… Shift+Enter for a new line Send
One record
Every channel writes to the same customer record
A WhatsApp message, an Instagram DM and a marketplace question about the same person do not become three histories. They become one contact — with its leads, its tasks and a single merged timeline.
One contact, many channelsPhone number, username and marketplace identity resolve to a single record with every conversation attached.
Context travels with the personTags, notes, lead stage, opportunity value and past quotes are visible in the thread — not in someone's head.
Nothing without a next stepLead health flags stale deals and missing next actions, so a record never quietly stops moving.
Every change is loggedStage moves, field edits and notes are written to the activity timeline with the author and the previous value.
CD
Camila DuarteHot
+55 11 98432-1190 · WhatsApp Business · contact since March 2026
Opportunity
R$18,400
Lead health
78
Strong
Stage
Proposal
6 days in stage
Owner
Maya C.
Assigned 2 days ago
Next action
Send quote
Today, 17:00
Health score78 / 100
Activity 42 interactions
New WhatsApp conversation4dAsked for a quote on 40 units, delivered to Campinas.
AI draft approved and sent4dPrice table and lead time confirmed in a single reply.
Moved to Proposal3dStage changed by Maya C. — previous stage: Qualified.
Task created: send quote3dHigh priority, due today at 17:00.
Included in the March broadcast1dSegment: customers with an open quote.
Everything else you get
The parts that make it a platform, not a chat app
Channel setup, automations, bookings, a public API, permissions and data retention — configured by you, not by a support ticket.
Channels you connect yourself
Meta WhatsApp Cloud API with embedded signup, Telegram, web chat, Mercado Livre and OLX. Each channel keeps its own webhook view, secret and status.
Embedded Meta signup and reconnect
Approved template picker and creation
Broadcast enabled per channel
Automations with trigger tags
Run a script when a conversation carries the right tag — or for everyone. Parameters come from a schema, so each automation renders its own form.
Enable and pause per automation
Typebot chatbot per channel
Scheduled auto follow-ups
Bookings with a public page
Publish availability, let customers book from a link, and see every appointment on a calendar next to the conversation that created it.
Public booking page per company
Calendar and detail views
Linked to the contact record
A public API and webhooks
Send and receive messages on your own channels programmatically, with an interactive explorer in the docs and per-channel webhook secrets.
Channel-scoped API keys
Interactive API explorer
Delivery events by webhook
Data handled as a feature
Client-owned Meta connections, secure token handling, tenant separation, a documented deletion flow and configurable history retention.
Data deletion on request
Customer messages are not used to train general models
Structured audit logging
Roles and granular permissions
Operators, company admins and administrators, with per-operator permissions and an option to show the operator's name in outgoing messages.
Retention you control
History is kept for 30 days by default. An administrator can set an exact period, with a seven-day grace window before any shortening takes effect.
Billing without surprises
A base subscription per configured channel plus retained-history storage. Applicable WhatsApp fees are billed by Meta directly to your WhatsApp Business Account.
7
Channel types you can connect, from WhatsApp to marketplaces
1
Shared queue for the whole team, whatever the channel
< 2 min
First-response target your team can actually measure
3-in-1
Contact, lead and conversation kept on one record
Who it's for
Built first for businesses that sell by answering fast
Quote requests, availability questions and follow-ups where a late reply costs the job.
Local servicesQuotes, scheduling and follow-up for on-site work.
Retail and e-commerceProduct questions, stock checks and order status in one thread.
ClinicsAppointment requests, confirmations and no-show recovery.
Beauty and wellnessBooking by chat, with reminders that reduce empty slots.
Courses and schoolsEnrolment interest, documents and follow-up until it closes.
Professional servicesIntake, qualification and a written record of every request.
Repair and maintenanceDiagnosis by photo, quote approval and job scheduling.
Marketplace sellersMercado Livre and OLX questions answered from the same queue.
Your next sale is already in your inbox. ConvoClerk makes sure you answer it first — and never let it go cold.
The ConvoClerk principle·Why the product exists
Pricing
Pay per channel, not per message
A base subscription for each configured channel slot, plus the storage your retained history actually occupies. No per-message fee from us; applicable WhatsApp fees are paid directly to Meta.
Retained messages and attachments are billed separately by the storage they occupy. WhatsApp fees remain payable to Meta.
Questions
Straight answers before you sign up
WhatsApp through the official Meta Cloud API, Instagram, Telegram, a web chat widget for your site, e-mail, and the Mercado Livre and OLX marketplaces. You can also send and receive on your own channels through the public API.
Yes — the connection is yours. ConvoClerk uses Meta's embedded signup so the WhatsApp Business Account, the number and the access stay under your business, and you can disconnect at any time.
No. Draft with AI writes a suggestion inside the composer, and a person edits and sends it. Separately, you can enable a Typebot chatbot per channel — that is an explicit configuration, never a default.
A base subscription per configured channel slot, plus the storage your retained history occupies. We do not charge by message volume. WhatsApp fees, where they apply, are billed by Meta directly to your WhatsApp Business Account.
Thirty days by default. An administrator can set an exact period in whole days; shortening it takes effect after a seven-day grace window, so nothing disappears unexpectedly.
Yes. Operators, company admins and administrators see different parts of the product, and operators can be granted granular permissions such as assigning chats. You also choose whether the operator's name appears in outgoing messages.
You can request deletion of your account data, customer data or channel data at any time through the data deletion page. Disconnecting a channel immediately stops new data from arriving on it.